Appetite for loans tied to Oracle's data center partnership with OpenAI has diminished, reflecting concerns over credit risk and AI investment scale.

However, there’s something more specific impacting Oracle: bondholders have just initiated a lawsuit concerning possible ...

Oracle patches roughly 230 unique CVEs across more than 30 products with its first Critical Patch Update (CPU) released in ...

He previously took positions against Nvidia (NASDAQ:NVDA) and Palantir Technologies (NASDAQ:PLTR). Oracle has ridden the AI wave through aggressive data-center expansion and a backlog that reached ...

Fears over Oracle’s AI debt load and OpenAI concentration are overblown — and they mask a massive long-term opportunity, ...

Both companies have a lot riding on the success of OpenAI, the leader in large language models.

Oracle recognized the AI land grab accelerating in real time: a market rocketing from $80–100 billion today to $350–650 ...

Oracle can move AI capacity around fast, but it may not matter.

Multicloud interoperability, EU sovereignty compliance, AI adoption dominate enterprise cloud strategies in Europe, ISG Provider Lens® report says ...

Michael Burry owns put options on ORCL and shorted shares, criticizing cloud expansion strategy and $95 billion debt load.

TikTok avoided a US ban after ByteDance finalized a deal creating a majority American-owned joint venture that gives US investors control.

Oracle Corp (NYSE:ORCL) is trying to balance an ambitious expansion plan with investor skepticism as it builds out its AI ...